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Name Holding Trade Value Shares
Change
Change in
Stake
IWS
1501
Integrity Wealth Solutions
Colorado
– -$231K -1,367 Closed
SB
1502
Strategic Blueprint
Georgia
– -$230K -1,361 Closed
MC
1503
Moors & Cabot
Massachusetts
– -$226K -1,338 Closed
CWM
1504
Cornerstone Wealth Management
Missouri
– -$222K -1,313 Closed
PFM
1505
Patton Fund Management
Texas
– -$221K -1,308 Closed
MR
1506
Munich Reinsurance
– -$221K -1,304 Closed
QPWM
1507
Quadrant Private Wealth Management
Pennsylvania
– -$221K -1,304 Closed
WDC
1508
Woodward Diversified Capital
California
– -$233K -1,302 Closed
TCM
1509
Teza Capital Management
Illinois
– -$218K -1,288 Closed
HR
1510
Howe & Rusling
New York
– -$216K -1,277 Closed
MSWM
1511
McGlone Suttner Wealth Management
Wisconsin
– -$215K -1,270 Closed
CCC
1512
Compass Capital Corp
Massachusetts
– -$215K -1,266 Closed
IIC
1513
Integrated Investment Consultants
Michigan
– -$213K -1,259 Closed
AR
1514
Altar Rock
New York
– -$211K -1,246 Closed
TCA
1515
Transcend Capital Advisors
New Jersey
– -$210K -1,244 Closed
WEG
1516
World Equity Group
Illinois
– -$206K -1,216 Closed
SVWAG
1517
Sound View Wealth Advisors Group
Georgia
– -$204K -1,205 Closed
SIM
1518
Stratos Investment Management
Ohio
– -$204K -1,203 Closed
RFP
1519
Root Financial Partners
California
– -$160K -947 Closed
GAA
1520
Global Assets Advisory
Florida
– -$140K -826 Closed
VT
1521
Volterra Technologies
New York
– -$127K -753 Closed
LWMI
1522
Legacy Wealth Management (Idaho)
Idaho
– -$127K -750 Closed
SOW
1523
State of Wyoming
Wyoming
– -$120K -711 Closed
TGY2IT
1524
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$97.4K -576 Closed
TCA
1525
Trifecta Capital Advisors
Illinois
– -$93K -550 Closed